The Donor Screen

Donor Screen

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The Donor Screen is where you can view detailed information about an individual donor. The user also has the ability, given that he/she has the correct "user rights", to add new donations, attributes and notes to donors and the ability to print detailed reports. The user can also change/update the donor's information such as their address, telephone number, email address, occupation, etc.

This screen provides a wealth of information to the user. It displays a donor's name, address, donation amounts, attributes, notes, lists and summary records all in one easy to use screen. Below is an example of what this screen looks like.

Understanding the donor screen information

The donor screen is broken down into nine different areas. These areas are as followed:

- Account #

- Name

- Address

- Other

- Donation

- Notes

- Summary

- Attributes

- Lists

Account Numbers:

This area is where the donor's account is displayed. The user has no control of account numbers. They are assigned to the donor by the system. It is important to know that when you create a new donor, an account number is not assigned to it yet. Account numbers will be assigned when the nightly "reconciliation" process takes place.

Name:

This area is where the donor's title, first name, last name and suffix are displayed. The user can change/update this information by simply selecting the text and typing over it.

Address:

In this area the donor's address information is displayed. It shows the company name, address 2, street, city, state and zip fields. The user can change/update this information by simply selecting the text and typing over it.

Other:

This area is where information such as the donor's occupation, employer, telephone number and email address are located. The user can change/update this information by simply selecting the text and typing over it.

Donation:

The donation area displays all the donor's donations/contributions. This includes the date of the donation, amount, source and list. If your organization files for FEC reports then the election year, election and type fields are also included. Depending on your list, some fields such as the election year, election and type fields might not display any information.

Notes:

The notes section is used to display notes that users have entered for a donor. This information could be anything that the user finds important enought to keep a note about. For example, a user could note information they recieved from a high dollar donor on particular interests they have in donating too.

Summary:

The summary area is used to display a summary of the donor's donations. It contains the donor's highest amount along with its date, the donor's most recent donation amount and date, the donor's inception amount and date and it also displays the donor's total donations and total number of donations.

Attributes:

The attribute section shows a donor's attributes such as NIXIES, NOMAIL, etc. It also shows what list their attribute belongs too.

Lists:

The list section simply displays the list that the donor belongs to. If a donor belongs to a number of different lists, all of them will be displayed.

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